CIK: 0001791996
申报总市值
US$15.6亿
仅显示前 200 大持股（共 223 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 25.99% | -1.01% | +8.33% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 8.06% | +0.05% | +26.07% | |
| 3 | UBND | Victoryshares Core Plus Bond | ETF-其他 | 5.57% | +0.07% | +15.57% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.14% | -0.03% | -0.48% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.66% | -0.13% | -2.76% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 2.98% | -0.10% | -0.95% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 2.40% | -0.10% | -3.09% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.38% | +0.12% | +12.62% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-避险与商品 | 2.11% | -0.09% | +0.91% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 2.02% | +0.05% | -0.76% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.01% | +0.03% | -1.13% | |
| 12 | PZA | Invesco National Amt-free Mu | ETF-其他 | 1.53% | — | -1.34% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.41% | -0.03% | +5.12% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.30% | -0.14% | -12.93% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-避险与商品 | 1.10% | — | -8.44% | |
| 16 | GSSC | Goldman Sachs Activebeta US | ETF-避险与商品 | 0.99% | — | -10.81% | |
| 17 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.92% | +0.47% | +44.01% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.81% | — | +0.78% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 0.78% | +0.06% | -1.00% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.75% | — | -0.33% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 0.72% | — | -1.29% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | -0.03% | -5.07% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.71% | — | +82.41% | |
| 24 | DFAI | Dimensional International Co | ETF-其他 | 0.70% | — | -14.61% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.70% | -0.03% | -0.29% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | -0.06% | +0.05% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.67% | +0.03% | +0.61% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.66% | — | -3.65% | |
| 29 | IQLT | Ishares Msci International Q | ETF-其他 | 0.66% | — | -2.45% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.61% | — | -11.85% | |
| 31 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.58% | -0.03% | -2.78% | |
| 32 | AAPL | Apple INC | 股票-科技 | 0.58% | -0.05% | +0.00% | |
| 33 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.58% | +0.21% | — | |
| 34 | CSW | Csw Industrials INC | 股票-工业 | 0.57% | -0.03% | — | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.52% | — | -18.69% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.51% | +0.03% | +1.15% | |
| 37 | DFIV | Dimensional International Va | ETF-其他 | 0.51% | — | -3.11% | |
| 38 | POWA | Invesco Bloomberg Pricing Po | ETF-其他 | 0.48% | — | — | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.47% | — | — | |
| 40 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.45% | -0.04% | -9.64% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.44% | — | +1.43% | |
| 42 | GEM | Goldman Sachs Activebeta Em | ETF-避险与商品 | 0.43% | — | -34.02% | |
| 43 | JPME | JPM Diver Ret US Mc Equity | ETF-其他 | 0.43% | — | +1.08% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.42% | +0.03% | -0.11% | |
| 45 | DFAT | Dimensional US Target Value | ETF-其他 | 0.40% | — | -3.78% | |
| 46 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.39% | — | -1.04% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | — | -0.14% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | -0.04% | -16.99% | |
| 49 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | -0.10% | -0.02% | |
| 50 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.35% | — | — |